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@ascharya108 Avatar @ascharya108 Soham

Soham posts on X about $tic, defence, $2b, beast the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: X #

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Followers: XXXXX #

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Social category influence finance countries travel destinations stocks

Social topic influence $tic #2, defence #976, $2b #83, beast #1500, decent, mining, $lpth, trade war, china, $mp

Top assets mentioned Acuren Corporation (TIC) MP Materials Corp. (MP) Energy Fuels Inc. (UUUU) IPG Photonics Corporation (IPGP)

Top Social Posts #

Top posts by engagements in the last XX hours

"$TIC feels decent value here. Sold off with the market but fundamentals havent changed. In fact possible tailwind if the US is serious about mining rare earths"
X Link @ascharya108 2025-10-14T15:06Z 1046 followers, 1783 engagements

"$LPTH the gift that keeps giving just crossed $XX. Fortunate to have entered at $XXXX riding the narrative waves from defence to counter-UAS and now rare earths. Special shoutout @beach_trades who's been on it even longer than I. And credit @pennycheck and @Mike10947310 for deepening my conviction in it"
X Link @ascharya108 2025-10-14T16:58Z 1046 followers, 21.3K engagements

"@KayKayKkkkssss Yh mostly thematic rn. But beyond NV5's geospatial I think Acuren's asset integrity services could apply too. If we see huge CAPEX boom (big tbd) TIC could push to clip rent from those projects. They already operate in areas where $MP and $UUUU have projects"
X Link @ascharya108 2025-10-15T07:32Z 1046 followers, XXX engagements

"Drone incursions over Copenhagen airport are exactly the kind of use case $IPGP is targeting. They debuted their mini system at DSEI UK in front of leading European defence primes who must now be getting calls about countering Russian drone activity. Because $IPGP is a laser veteran they have the manufacturing capabilities to be quick and affordable. Caveat is its not a pure play like $LASR or $EOS.ax - many other things can drive the stock. But thats also why it potentially offers more value as the market is yet to view it as defence. Can $IPGP be a serious defence player They seem to be"
X Link @ascharya108 2025-09-23T15:26Z 1046 followers, 2843 engagements

"Underrated pick-and-shovel to "AI Supremacy" is mandatory engineering services - think design testing certification etc. Deregulation is a catalyst as these guys clip rent from all data center grid energy projects. $TIC just acquired NV5 to create a $2B rent clipping beast. Strong additive merger + booming end-markets + anti-cyclical + modest valuation"
X Link @ascharya108 2025-08-28T13:45Z 1046 followers, 11.3K engagements

"Nice to see investors catching onto $TIC. "Boring" companies can be incredibly compelling when they offer cheap ways to gain exposure to mega trends like data centres grid nuclear re-industrialisation. $TIC is silently right in the thick of it all"
X Link @ascharya108 2025-09-18T14:37Z 1046 followers, 7714 engagements

"Every industry expert I've heard from has said $TIC & NV5 merger is incredibly complementary. Mgmt in last earnings suggested their own synergy guidance was "frankly conservative". Now they reiterate "meaningful synergies both on the cost side and in go-to-market strategies will be apparent in 2026 and beyond". This timeline feels fair to me so I'm largely glazing over FY25 guidance tl;dr -XX% selloff at open is unwarranted (not investment advice)"
X Link @ascharya108 2025-09-30T14:02Z 1046 followers, 6411 engagements